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FORZA WEALTH MANAGEMENT

FORZA WEALTH MANAGEMENT, LLC

CRD 281075 · SEC 801-119396

Visit website

5605 MARQUESAS CIRCLE, SARASOTA, FL, 34233, United States

Phone

941-203-3748

Fax

941-203-3033

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$422.4M

Discretionary AUM

$422.4M

Team

4 total employees; 4 advisory reps; 8 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals52$31.2M
High net worth individuals77$376.3M

States served

TX, FL

All web addresses on file

Official SEC filing: View on IAPD